To help you track and analyze your processes, you can indicate an end of process reason on certain card states.
⠀
Configure an End of Process
Administration > Global settings > Actions/States tab
Identify "end of process" states
An icon
appears at the end of the line for states where you can create end of process.
Create your end of process
⠀
Note:
You can update your end of process at any time using the archive function.
⠀
Indicate an End of Process on a Card
When an end of process is associated with the state of a card, a pop-up appears allowing you to choose the desired end of process as well as a comment.
⠀
Track and Analyze End of Process
Track your end of process
On the relevant views, you will be able to visualize the end of contract reason, and for some, the associated comment.
Some examples:
Candidate Side
CRM Side
Analyze your end of process
On all modules where end of process can be implemented, we have added two columns allowing you to extract the reason and the associated comment.